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Fenix Resources
Fenix Resources (FEX) investor relations material
Fenix Resources Q2 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 TU earnings summary21 Jan, 2026
Executive summary
Achieved record iron ore shipments of 1,241k wmt, a 40% increase from the prior quarter and 109% year-over-year, reflecting strong operational scalability and integration across three operating mines.
Cash position increased to A$78.9m as of 31 December 2025, with a net cash build of A$21.2m for the quarter, driven by strong iron ore prices and production ramp-up.
Released a 3-Year Production Plan targeting 15Mt of iron ore over FY26–FY28, ramping up to 6Mtpa by 2028, and a Weld Range Scoping Study outlining a pathway to 10Mtpa and mine life extension to 2042.
Financial highlights
Group C1 cash costs were A$75.0/wmt, in line with the prior quarter and 9% lower year-over-year.
Group average realised CFR price was A$147.4/dmt, with realised CFR pricing at 91% of the Platts 62% CFR Index.
Positive operational cash flows of A$43.6m for the quarter.
Capital expenditure of A$5.7m, mainly for Beebyn-W11 haul road and Weld Range studies.
Debt repayments of A$7.6m related to the Newhaul logistics fleet.
Outlook and guidance
FY26 guidance updated to 4.2–4.8Mt iron ore sales at C1 cash costs of A$70–A$80/wmt FOB Geraldton.
3-Year Plan targets production ramp-up to 6Mtpa by FY28.
Weld Range Scoping Study projects expansion to 10Mtpa by 2031, with mine life extended to 2042 and life-of-mine C1 cash costs reduced to ~A$55.4/wmt.
Definitive Feasibility Study for Weld Range due by June 2026; final investment decision expected in 2028.
Weld Range C1 cost reduction drivers
Explain AUD call option hedging strategy
Despite lower price realization, what drove cash build?
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Next Fenix Resources earnings date
H1 202612 Mar, 2026
Fenix Resources
Next Fenix Resources earnings date
H1 202612 Mar, 2026
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Frequently asked questions
Fenix Resources Ltd is an Australian iron ore mining company focused on the development and production of high-grade iron ore. The company’s primary asset is the Iron Ridge Project, located in Western Australia’s Mid-West region, which produces high-quality iron ore for export markets. Fenix Resources operates its own logistics chain, including road transport and port facilities, to manage the end-to-end process from mining to shipment. The company is headquartered in West Perth, Western Australia, and its shares are listed on the ASX.
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